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Alabama Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Alabama.

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27 results found

Robert Straka Birmingham, AL

Robert Straka CEO, Grandview Financial Group, LLC

Professions & Specialties

Certified Financial PlannerEstate PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantFinance and Accounting SpecialistMS in Forensic ScienceFinancial AnalystBookkeeperAccounting BookkeeperChief ExecutiveAdvisorCounselorFinancial ManagerCorporate ExecutiveChairpersonChief Executive OfficerUnderwriter

Experience & Education

Position:
CEO at GrandView Financial Group, LLC (Sole Proprietorship)
Title:
CEO, Grandview Financial Group, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
GrandView Financial Group, LLC CEOsince Jul 2005

William Nolan Birmingham, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChief ExecutiveOperations ManagerChairpersonManagement Team ExecutiveBoard MemberChairman of the BoardPartnerLawyerLaw SpecialistFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsOrganization ManagementNurseNurse Practitioner

Experience & Education

Position:
Chairman of the Board at Jefferson County Area Council of Aging, Elder Law Attorney/Partner at...
Title:
Elder Law Attorney/Partner at NolanStewart, PC
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Jefferson County Area Council of Aging - Birmingham, Alabama AreaChairman of the Boardsince Jun 2012NolanStewart, PC - all over AlabamaElder Law Attorney/Partnersince Nov 2011
Skills:
Accredited Attorney/VA, Planned Giving expert, Public Speaking, Medicaid, Elder Law, Estate...
Estate Planner Legal Network

Bob Mayeri Birmingham, AL

Bob Mayeri CPA, CVA, CFFA

Professions & Specialties

Estate PlannerPuchasing and Estimating ManagerCertified Financial PlannerSchool AdministratorOperations ManagerEducational ManagerSenior ManagerSchool PrincipalBookkeeperAccounting BookkeeperCertified Public AccountantTax AccountantFinancial ManagerEntrepreneurManagersBoilermakerBoiler InstallerBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Position:
Principal Shareholder, CPA, CVA, CFFA at Robert Mayeri Certified Public Accountant, APC
Title:
CPA, CVA, CFFA
Location:
Birmingham, Alabama
Industry:
Accounting
Work history:
Robert Mayeri Certified Public Accountant, APC - Los Angeles, CA and Birmingham, ALPrincipal Shareholder, CPA, CVA, CFFAsince Dec 1984Ernst & Young Kenneth Leventhal Real Estate Group Senior Manager, Entrepreneurial Services DepartmentDec 1976 - Dec 1984
Skills:
Tax, Tax Preparation, Accounting, Auditing, Deal Structuring, Business Valuations, Litigation...

Melissa May Birmingham, AL

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerJudicial Law ClerkSupporting MemberTeam MemberJuris DoctorFinancial Manager

Experience & Education

Position:
Estate Planning Attorney at *
Title:
Estate Planning, Business Planning, Probate, Estate Administration and Tax Attorney at Sirote & Permutt. AL, DC & VA
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
* - Alabama, District of Columbia, Florida and VirginiaEstate Planning Attorneysince Apr 2012Sirote & Permutt, P.C. AttorneyApr 2009 - Jun 2012
Skills:
Trusts, Estate Planning, Estate Administration, Wills, Legal Advice

Gerald Ginwright Birmingham, AL

Gerald Ginwright Managing Member of Mainstream Financial Group

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBookkeeperAccounting BookkeeperFinance and Accounting SpecialistRetail SalespersonRetail ProfessionalDepartment Store SalespersonEquipment Tools Purchasing AgentRepresentativeAdvisorFounding MemberChief ExecutiveCorporate ExecutiveOperations ManagerManagerOwnerFounderChief Executive OfficerManaging MemberFinancial AnalystRecruitment

Experience & Education

Position:
CEO and Founder at MainstreamRx representing InCare and InCare DME, Owner at Mainstream Financial...
Title:
Managing Member of Mainstream Financial Group
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
MainstreamRx representing InCare and InCare DME - USACEO and Foundersince Feb 2013Mainstream Financial Group Owner
Estate Planner Legal Network

Gerard Kassouf Birmingham, AL

Gerard Kassouf at L Paul Kassouf & Co PC

Professions & Specialties

Financial Services ProfessionalEstate PlannerPuchasing and Estimating ManagerFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperAdvisorControllerFinancial AnalystPhysicianCaregiverNursing AssistantFinancial Manager

Experience & Education

Position:
CPA and business advisor at L Paul Kassouf & Co, PC
Title:
at L Paul Kassouf & Co PC
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
L Paul Kassouf & Co, PC CPA and business advisorsince 1974
Certifications:
Certified Public Accountant
Chartered Global Management Accountant

Joann Perez Huntsville, AL

Professions & Specialties

Law SpecialistLawyerChairpersonChief Executive

Experience & Education

Position:
Attorney - President at JoAnn M. Perez, P.C.
Title:
Attorney at JoAnn M. Perez, P.C.
Location:
Huntsville, Alabama Area
Industry:
Law Practice
Work history:
JoAnn M. Perez, P.C. Attorney - Presidentsince Dec 2004JoAnn M. Perez, P.C. Attorney - President2004 - 2010
Estate Planner Legal Network

Sheri Robinson Birmingham, AL

Sheri Robinson Senior Vice President, Wealth Advisor at Linscomb & Williams

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerFinancial Analyst

Experience & Education

Position:
Senior Vice President, Wealth Advisor at Linscomb & Williams
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Linscomb & Williams - Birmingham, AlabamaSenior Vice President, Wealth Advisorsince Mar 2013BBVA Compass Wealth Strategist, BBVA Wealth SolutionsApr 2007 - Mar 2013
Certifications:
Certified Public Accountant, Alabama State Board of Public Accountancy
Certified Financial Planner, Certified Financial Planner Board of Standards
Accredited Estate Planner

Gregory Sellers Montgomery, AL

Gregory Sellers

Professions & Specialties

Income Tax PreparerTax PreparerTax AccountantClergyEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonManagement Team ExecutiveOperations Manager

Experience & Education

Position:
Shareholder at Wilson, Price, Barranco, Blankenship & Billingsley, PC
Location:
Montgomery, Alabama Area
Industry:
Accounting
Work history:
Wilson, Price, Barranco, Blankenship & Billingsley, PC Shareholdersince 1986
Skills:
Estate planning, Estate and Trust tax compliance, Individual income tax planning and compliance
Accredited Estate Planner,AEP,2004

Joshua Key Birmingham, AL

Joshua Key Attorney and Counselor at Law at The Law Offices of Joshua Key

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyerCounselorAdvisorBaseball CoachSports Game CoachJuris DoctorFinancial ManagerOperations Manager

Experience & Education

Position:
Attorney and Counselor at Law at The Law Offices of Joshua Key
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
The Law Offices of Joshua Key Attorney and Counselor at Lawsince Jan 2011Lawson State Community College - Birmingham, Alabama AreaAssistant Baseball CoachJul 2011 - Jun 2012
Languages:
English
Estate Planner Legal Network

Morris Glasgow Birmingham, AL

Morris Glasgow Reliance Financial Group - Senior Vice President  Business Development

Professions & Specialties

Investment AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorSchool AdministratorSchool PrincipalBookkeeperAccounting BookkeeperFinance and Accounting SpecialistEducational ManagerManagement AnalystsChief ExecutiveVice PresidentChief Investment OfficerSenior Vice PresidentFinancial ManagerFinancial AnalystCorporate Executive

Experience & Education

Position:
Senior Vice President - Business Development at Reliance Financial Group
Title:
Reliance Financial Group - Senior Vice President Business Development
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Reliance Financial Group - Birmingham, Alabama AreaSenior Vice President - Business Developmentsince Jun 2013Glasgow Capital Management - Southeast, U.S.Principal & Chief Investment OfficerApr 2009 - Jun 2013
Certifications:
CERTIFIED FINANCIAL PLANNERâ„¢, CFP Board of Standards
Chartered Financial Consultantâ„¢, CFP Board of Standards
Accredited Estate Planner

Tommy Nettles Tuscaloosa, AL

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveLaw SpecialistLawyerChairpersonFinancial ManagerCity AttorneyBachelor of ScienceJuris DoctorProperty ManagerReal Estate Manager

Experience & Education

Position:
Partner at Espy, Nettles, Scogin and Brantley, P. C.
Location:
Tuscaloosa, Alabama Area
Industry:
Law Practice
Work history:
Espy, Nettles, Scogin and Brantley, P. C. Partnersince Jan 1978
Skills:
Estate Planning, Probate, Wills, Trusts, Estate Administration, Entity Formation, Federal Tax,...

Anne Moses Birmingham, AL

Anne Moses President at Moses & Moses, P.C.

Professions & Specialties

ChairpersonChief ExecutiveLaw SpecialistLawyerFinancial Manager

Experience & Education

Position:
President at Moses & Moses, PC
Title:
President at Moses & Moses, P.C.
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Moses & Moses, PC Presidentsince 2003Alabama Women in Business Member - attorney1992 - 2011
Skills:
Estate Planning, Trusts, Wills, Estate Administration, Public Speaking, Corporate Law, Mergers...
Estate Planner Legal Network

Colleen Hogan Montgomery, AL

Colleen Hogan Independent Research Professional

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerResearcherSurvey ResearcherInvestigatorInspectorFinancial Manager

Experience & Education

Title:
Independent Research Professional
Location:
Montgomery, Alabama Area
Industry:
Research
Work history:
U.S. Army - World WideMilitary Investigator, Protective Services, Inspector General Investigator1976 - 1996
Estate Planner Legal Network

Howard Neiswender Birmingham, AL

Professions & Specialties

Puchasing and Estimating ManagerPartnerChief ExecutiveLaw SpecialistLawyerFinancial ManagerPhilanthropeCounselorNon-ProfitAdvisorFinancial Analyst

Experience & Education

Position:
Shareholder at Sirote & Permutt, P.C.
Title:
Partner at Sirote & Permutt, P.C.
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Sirote & Permutt, P.C. Shareholdersince Sep 2012Balch & Bingham LLP PartnerMar 2004 - Aug 2012
Estate Planner Legal Network

Linda Pugh Montgomery, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveAppraiserEstimatorFinancial AnalystProperty AppraiserLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOperations ManagerFinancial ManagerCommunity Service ManagerGovernment Administration ProfessionalSales Representative

Experience & Education

Position:
Owner at Linda Pugh & Associates-certified personal property appraiser, Appraiser at...
Title:
Owner, Certified Appraiser Linda Pugh & Associates
Location:
Montgomery, Alabama Area
Industry:
Research
Work history:
Linda Pugh & Associates-certified personal property appraiser Ownersince Jan 1997International Society of Appraisers Appraisersince 1989
Skills:
Ceramic, Appraisals, Personal Property, Glass, Antiques, Pottery, Sculpture, Collectibles,...
Estate Planner Legal Network

George Willock Auburn, AL

Professions & Specialties

Estate PlannerPuchasing and Estimating ManagerCertified Financial PlannerChief ExecutiveOrganization ManagementFounding MemberOperations ManagerFounderChairpersonDirectorFinancial ManagerAdvisorPhilanthropeNon-ProfitUnderwriterBachelor of ScienceSales Representative

Experience & Education

Position:
Director of Trusts, Estates, and Gift Planning at Auburn University
Location:
Auburn, Alabama Area
Industry:
Nonprofit Organization Management
Work history:
Auburn University Director of Trusts, Estates, and Gift Planningsince Aug 2000Forward Trends President and FounderDec 1993 - Aug 2000
Certifications:
TRACOM Certified SOCIAL STYLE & Versatility Instructor
Chartered Life Underwriter, The American College

John Parker Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerJuris DoctorBachelors Degree

Experience & Education

Position:
Owner at John R. Parker, Inc.
Location:
Mobile, Alabama Area
Industry:
Legal Services
Work history:
John R. Parker, Inc. Owner
Estate Planner Legal Network

Camden Kent Athens, AL

Professions & Specialties

Puchasing and Estimating ManagerChairpersonChief ExecutiveLaw SpecialistLawyerFinancial Manager

Experience & Education

Position:
President/Attorney at Camden Kent, P.C.
Location:
Athens, Alabama
Industry:
Law Practice
Work history:
Camden Kent, P.C. President/Attorney
Estate Planner Legal Network

Patricia Orfitelli Birmingham, AL

Professions & Specialties

Financial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveBachelor of ArtsAdvisor

Experience & Education

Work

Company:
At&t advertising solutions
Account executive for advertising & publishing
Company:
Citibank - Hagerstown, MD
Customer service/sales

Patricia Orfitelli Birmingham, AL

Professions & Specialties

Financial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveBachelor of ArtsAdvisor

Experience & Education

Work

Company:
At&t advertising solutions
Account executive for advertising & publishing
Company:
Citibank - Hagerstown, MD
Customer service/sales

John Martin Birmingham, AL

John R. Martin

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLawyerFinancial Manager

Experience & Education

Office:
Najjar Denaburg, P.C.
2125 Morris Avenue, Birmingham, AL 35203
Phone:
ISLN:
905135685
Admitted:
1970, Alabama
Biography:
Phi Alpha Delta. Accredited Estate Planner.

J. Bowdre Birmingham, AL

Professions & Specialties

Licensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Office:
Wallace, Jordan, Ratliff & Brandt, LLC
800 Shades Creek Parkway, Birmingham, AL 35209
Mailing Address:
P.O. Box 530910, Birmingham, AL, 35253
Phone:
Specialties:
Estate Planning, Estate Administration
ISLN:
908886195
Admitted:
1979, Georgia and Alabama
Biography:
The Order of Barristers. Listed: Alabama Super Lawyers, 2009-2014; Best Lawyers in America,...
Accredited Estate Planner

Anne Moses Birmingham, AL

Anne R. Moses

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLecturerRepresentativeSpokespersonTour GuideSpeakerGuideManagement Team ExecutiveOperations ManagerChief ExecutiveFounding MemberFinancial ManagerPartnerBoard MemberDirectorFounderChairpersonLawyerLaw SpecialistPostsecondary Teacher

Experience & Education

Office:
Moses & Moses, P.C.
300 Cahaba Park Circle, Suite 100, Birmingham, AL 35242
Phone:
ISLN:
902338874
Admitted:
1978, New York, 1985, Alabama
Transactions:
Elder Law, Estate Planning, Probate, Special Needs, Veterans Benefits, Trusts, Business Succession Planning
Biography:
Professional Memberships:
Accredited Estate Planner (AEP) by the National Association of...

R. Kirkpatrick Mobile, AL

R. Mark Kirkpatrick

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerExecutive CompensationChief ExecutiveBoard MemberChairpersonFinancial ManagerManagement Team ExecutiveOperations ManagerAssociate ProfessorLecturerPostsecondary TeacherLawyer

Experience & Education

Office:
Coale, Dukes, Kirkpatrick & Crowley, P.C.
2610-B Dauphin Street, Suite 101, Mobile, AL 36606
Phone:
Specialties:
Business Law, Joint Ventures
ISLN:
905856924
Admitted:
1987, Alabama
Biography:
Beta Gamma Sigma; Beta Alpha Psi; Phi Delta Phi. Bench and Bar. Certified Estate Planning Law...
and Accredited Estate Planner

Dale Stone Birmingham, AL

Dale B. Stone

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLawyerAdjunct InstructorLecturerPostsecondary TeacherFinancial Manager

Experience & Education

Office:
Dominick Feld Hyde, P.C.
1130 Twenty-Second Street South, Birmingham, AL 35205
Phone:
Specialties:
Estate Planning, Estate Administration
ISLN:
903384917
Admitted:
1979, Alabama
Biography:
Listed in "The Best Lawyers in America" by Woodward White, Inc. for Trusts and Estates. Listed in...

Theodore Greenspan Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSpokespersonRepresentativeFinancial Manager

Experience & Education

Office:
Galloway, Wettermark, Everest, Rutens & Gaillard, LLP
3263 Cottage Hill Road, Mobile, AL 36616
Phone:
Specialties:
Probate, Estate Planning
ISLN:
900515567
Admitted:
1980, Alabama
Biography:
Phi Alpha Delta. Speaker for CLE and other seminars. Accredited Estate Planner, National...